Trust Company’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Trust Company’s Portfolio IWR Stock Details IWR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$467K	Sell	4,237 -245	-5%	-$25.8K	0.04%	107
2026 Q1	$436K	Sell	4,482 -516	-10%	-$51.5K	0.04%	125
2025 Q4	$481K	Buy	4,998 +334	+7%	+$32.1K	0.05%	117
2025 Q3	$450K	Buy	4,664 +493	+12%	+$46.7K	0.05%	93
2025 Q2	$384K	Sell	4,171 -880	-17%	-$76K	0.04%	103
2025 Q1	$430K	Buy	5,051 +99	+2%	+$8.83K	0.05%	100
2024 Q4	$438K	Sell	4,952 -112	-2%	-$10.2K	0.05%	101
2024 Q3	$446K	Buy	5,064 +210	+4%	+$17.7K	0.05%	96
2024 Q2	$394K	Buy	4,854 +501	+12%	+$40.8K	0.05%	98
2024 Q1	$366K	Sell	4,353 -110	-2%	-$8.72K	0.05%	95
2023 Q4	$347K	Buy	4,463 +526	+13%	+$37.4K	0.04%	101
2023 Q3	$273K	Sell	3,937 -161	-4%	-$11.7K	0.04%	111
2023 Q2	$299K	Sell	4,098 -36	-0.9%	-$2.5K	0.04%	123
2023 Q1	$289K	Sell	4,134 -287	-6%	-$20.3K	0.04%	120
2022 Q4	$298K	Buy	4,421 +159	+4%	+$10.7K	0.05%	114
2022 Q3	$265K	Buy	4,262 +52	+1%	+$3.58K	0.06%	112
2022 Q2	$272K	Buy	4,210 +13	+0.3%	+$925	0.06%	116
2022 Q1	$328K	Buy	+4,197	New	+$323K	0.06%	106

Other funds holding IWR

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Trust Company's IWR Position: Q2 2026 in Review

Trust Company reduced its iShares Russell Mid-Cap ETF (IWR) stake by 5.5% in Q2 2026, selling an estimated $25.8K and leaving 4,237 shares worth $467K. The position accounts for 0.04% of the portfolio, ranked #107.

Trust Company first reported a position in IWR in Q1 2022 and has held it in 18 quarters since. The position peaked at $481K in Q4 2025. 1,584 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

Trust Company held 4,237 shares of iShares Russell Mid-Cap ETF worth $467K as of Q2 2026.
Trust Company sold 245 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $25.8K.
iShares Russell Mid-Cap ETF made up 0.04% of Trust Company's portfolio in Q2 2026, its #107 holding.
Trust Company first reported a position in iShares Russell Mid-Cap ETF in Q1 2022 and has held it in 18 quarters since.
Trust Company's iShares Russell Mid-Cap ETF position peaked at $481K in Q4 2025.
1,584 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Trust Company's 13F filing for Q2 2026, filed 10 Jul 2026.